Live Chat & Bot Handoff automations
3 automation jobs within Customer Support → Live Chat & Bot Handoff.
Chatbot-to-Agent Handoff Summarization Automatically summarize the bot conversation before handoff so agents start with context, not a customer repeating everything they already typed. Live Chat Transcript Tagging and Archiving Automatically tag and archive live chat transcripts by topic and outcome, so chat history is searchable and reportable like your ticket data already is. Proactive Chat Trigger and Outreach Automation Automatically trigger proactive chat outreach based on genuine friction signals in browsing behavior, not blanket pop-ups that annoy visitors.